Your copilot across CRM, HR, Accounting & Projects
ZofooAI sits inside the suite to draft emails, answer “how do I…”, summarize records, and guide users. It respects tenant boundaries and logs usage for audits.
- Context-aware answers: pulls from your modules (where permitted).
- Compose mode for emails, notes, replies; Answer for knowledge/lookups.
- Admin visibility with usage logs, safe fallbacks, and redaction.
- No tab-hopping: opens right where the work is happening.
Contacts, Deals, Activities, Notes, Tags, Leads
Pipeline Kanban, drag & drop stages, attachments, segment & tag filters, Livewire search, CSV import/export, quotes, products, price books, and analytics.
Kanban & Stages
Lead → Proposal → Negotiation → Won/Lost. Stage totals with currency-aware amounts.
Attachments
Reusable upload component with counts and previews across contacts and deals.
Global Search
Alpine.js dropdown grouped by module with instant navigation.
Quotes & Products
Price books, quote templates, and CSV imports for catalogs.
Invoices, Bills, Journals, P&L, Balance Sheet
Budgets, bank reconciliation, taxes, recurring entries, audit logs, GL, and reports: Trial Balance, Profit & Loss, Balance Sheet, Cash Flow, Tax Summary, AR/AP Aging.
| Area | Highlights |
|---|---|
| Invoicing | Recurring invoices, credit/debit notes, retainers, PDFs, emails. |
| Books | Chart of accounts, posting keys, journals, opening balances. |
| Controls | Audit logs, approvals, role-based access, tenant scoping. |
Employees, Leave, Attendance, Shifts
Approvals, profile/document approvals, org chart, leave types & requests with overlap prevention, balances, attendance reports, and shift assignments.
Employee Profiles
Photo, gender, blood group, addresses, IDs, and attachments.
Leave & Attendance
Types, policies, approvals, summaries, CSV reports.
Shifts & Calendars
Assign shifts, holiday calendars, team leave visibility.
Projects, Issues, Boards, Sprints
Kanban boards with drag/drop, backlog, releases, timesheets, project billing and admin controls.
Boards & Sprints
Statuses, WIP limits, assignees, and swimlanes.
Time & Billing
Track time and convert to invoices.
Reports
Velocity, burndown, and project health snapshots.
Tickets, SLAs, Knowledge Base, Portal
Company-facing portal, categories, SLA timers, internal notes, CSV export, and customer visibility controls.
GRNs, Shipments, Warehouses, Ledgers
Transfers, adjustments, sales orders, delivery notes, returns—and reports like Stock Summary & Stock Ledger.
Performance Cycles, Team Reviews, Goals, 1:1s
Manager/employee views, competency catalog, approvals, summaries, and CSV exports.
Runs, Payslips, Approvals, PDFs
Generate, approve, and export payroll runs. Self-service payslips with PDF view & download.
Security, roles & audit trail
Role-based access (ADMIN, MANAGER, STAFF), approvals, audit logs, virus-scan–ready uploads, and HTTPS-safe PDF routes.
| Access | Granular roles & permissions per module. |
| Audit | Logs for sensitive actions and payroll approvals. |
| Uploads | Attachment component reused across modules. |
Company-based isolation
All data is isolated by company_id; every query and report is tenant-scoped by design.
Simple per-seat pricing
Frequently asked questions
Is ZofooAI optional?
Yes. You control availability per role. Usage is logged for admins.
How do you handle currencies?
Choose your company currency during setup. The website toggle is for display; billing occurs per your tenant settings.
How is my data isolated?
Each tenant is strictly scoped by company_id in queries and reports. Attachments and exports follow the same boundary.
Do you support CSV imports?
Yes—contacts, products, quotes, budgets, and more. Exports are available for reports and logs.
What about approvals & audits?
Approvals across HR, payroll, and People Ops with audit history for sensitive actions.
How do I start?
Explore the demo or buy seats. You can invite users and configure modules as you grow.